+44.6%
SMCI vs SPMO
+155.8%
-111.2%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.5% | +6.7% | +6.2% |
| 7D | +1.3% | -0.9% | +2.2% | +3.4% |
| 30D | +6.6% | -1.9% | +8.5% | +11.3% |
| 3M | +25.4% | -1.4% | +26.8% | +28.5% |
| 6M | +26.1% | +25.5% | +0.6% | -19.0% |
| YTD | +37.0% | +24.8% | +12.2% | -10.9% |
| 1Y | -8.8% | +24.5% | -33.3% | -39.7% |
| 3Y | +44.6% | +157.1% | -112.5% | -84.2% |
| All | +44.6% | +155.8% | -111.2% | -84.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SPMO.
Daily Out/Under-Performance
Portfolio return minus SPMO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPMO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded SPMO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling